See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,390 | $94,529-0.1% | $140,016-32.6% | $64,186+47.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.92% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,155 | $3,812-69.7% | $5,606-79.4% | $2,381-51.5% |
| Participant deferral / active EE | $12,923 | $5,250+146.2% | $6,927+86.6% | $3,470+272.5% |
| Admin fee / account holder | $22,535 | $6,741+234.3% | $10,705+110.5% | $4,888+361.0% |